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EXELON CORPORATION HEALTH CARE PROGRAM 401k Plan overview

Plan NameEXELON CORPORATION HEALTH CARE PROGRAM
Plan identification number 504

EXELON CORPORATION HEALTH CARE PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

EXELON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EXELON CORPORATION
Employer identification number (EIN):232990190
NAIC Classification:221100

Additional information about EXELON CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2722140

More information about EXELON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXELON CORPORATION HEALTH CARE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01
5042021-01-01
5042020-01-01
5042020-01-01VANESSA HECHT2021-10-12
5042019-01-01
5042018-01-01
5042017-01-01JENNIFER FRANCO
5042016-01-01JENNIFER FRANCO
5042015-01-01JENNIFER FRANCO
5042014-01-01JENNIFER FRANCO
5042013-01-01JENNIFER FRANCO
5042012-01-01JENNIFER FRANCO
5042011-01-01JENNIFER FRANCO WILLIAM BERGMAN2012-10-11
5042010-01-01WILLIAM BERGMAN VICTOR FONSECA2011-10-14
5042009-01-01VICTOR FONSECA VICTOR FONSECA2010-10-07

Plan Statistics for EXELON CORPORATION HEALTH CARE PROGRAM

401k plan membership statisitcs for EXELON CORPORATION HEALTH CARE PROGRAM

Measure Date Value
2022: EXELON CORPORATION HEALTH CARE PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-0137,027
Total number of active participants reported on line 7a of the Form 55002022-01-0117,547
Number of retired or separated participants receiving benefits2022-01-014,518
Total of all active and inactive participants2022-01-0122,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,230
2021: EXELON CORPORATION HEALTH CARE PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-0137,973
Total number of active participants reported on line 7a of the Form 55002021-01-0129,113
Number of retired or separated participants receiving benefits2021-01-017,914
Total of all active and inactive participants2021-01-0137,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,908
2020: EXELON CORPORATION HEALTH CARE PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-0138,300
Total number of active participants reported on line 7a of the Form 55002020-01-0130,054
Number of retired or separated participants receiving benefits2020-01-017,919
Total of all active and inactive participants2020-01-0137,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,927
2019: EXELON CORPORATION HEALTH CARE PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-0138,782
Total number of active participants reported on line 7a of the Form 55002019-01-0130,318
Number of retired or separated participants receiving benefits2019-01-017,982
Total of all active and inactive participants2019-01-0138,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,976
2018: EXELON CORPORATION HEALTH CARE PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-0135,634
Total number of active participants reported on line 7a of the Form 55002018-01-0131,013
Number of retired or separated participants receiving benefits2018-01-017,769
Total of all active and inactive participants2018-01-0138,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012,014
2017: EXELON CORPORATION HEALTH CARE PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-0135,197
Total number of active participants reported on line 7a of the Form 55002017-01-0127,767
Number of retired or separated participants receiving benefits2017-01-017,867
Total of all active and inactive participants2017-01-0135,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012,035
2016: EXELON CORPORATION HEALTH CARE PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-0135,896
Total number of active participants reported on line 7a of the Form 55002016-01-0127,383
Number of retired or separated participants receiving benefits2016-01-017,814
Total of all active and inactive participants2016-01-0135,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012,057
2015: EXELON CORPORATION HEALTH CARE PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-0134,683
Total number of active participants reported on line 7a of the Form 55002015-01-0127,413
Number of retired or separated participants receiving benefits2015-01-018,483
Total of all active and inactive participants2015-01-0135,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012,105
2014: EXELON CORPORATION HEALTH CARE PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-0137,111
Total number of active participants reported on line 7a of the Form 55002014-01-0124,602
Number of retired or separated participants receiving benefits2014-01-0110,081
Total of all active and inactive participants2014-01-0134,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012,342
2013: EXELON CORPORATION HEALTH CARE PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-0130,737
Total number of active participants reported on line 7a of the Form 55002013-01-0124,493
Number of retired or separated participants receiving benefits2013-01-0112,618
Total of all active and inactive participants2013-01-0137,111
2012: EXELON CORPORATION HEALTH CARE PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-0130,444
Total number of active participants reported on line 7a of the Form 55002012-01-0118,568
Number of retired or separated participants receiving benefits2012-01-0112,169
Total of all active and inactive participants2012-01-0130,737
2011: EXELON CORPORATION HEALTH CARE PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-0127,766
Total number of active participants reported on line 7a of the Form 55002011-01-0118,441
Number of retired or separated participants receiving benefits2011-01-0112,003
Total of all active and inactive participants2011-01-0130,444
2010: EXELON CORPORATION HEALTH CARE PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-0129,867
Total number of active participants reported on line 7a of the Form 55002010-01-0116,420
Number of retired or separated participants receiving benefits2010-01-0111,346
Total of all active and inactive participants2010-01-0127,766
2009: EXELON CORPORATION HEALTH CARE PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-0130,049
Total number of active participants reported on line 7a of the Form 55002009-01-0118,483
Number of retired or separated participants receiving benefits2009-01-0111,384
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0129,867

Financial Data on EXELON CORPORATION HEALTH CARE PROGRAM

Measure Date Value
2022 : EXELON CORPORATION HEALTH CARE PROGRAM 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-52,252,234
Total unrealized appreciation/depreciation of assets2022-12-31$-52,252,234
Total transfer of assets from this plan2022-12-31$675,038,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$64,029,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$98,850,560
Total income from all sources (including contributions)2022-12-31$216,183,653
Total loss/gain on sale of assets2022-12-31$-10,709,940
Total of all expenses incurred2022-12-31$386,320,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$363,231,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$358,124,376
Value of total assets at end of year2022-12-31$878,819,301
Value of total assets at beginning of year2022-12-31$1,758,816,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,088,814
Total interest from all sources2022-12-31$3,736,617
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,608,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,865,636
Assets. Real estate other than employer real property at end of year2022-12-31$58,458,947
Assets. Real estate other than employer real property at beginning of year2022-12-31$61,192,740
Administrative expenses professional fees incurred2022-12-31$1,225,393
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$78,192
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$465,381
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$88,503,337
Participant contributions at end of year2022-12-31$1,414,028
Participant contributions at beginning of year2022-12-31$2,942,397
Assets. Other investments not covered elsewhere at end of year2022-12-31$131,115,534
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$257,052,368
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$534,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$28,427,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$70,102,190
Other income not declared elsewhere2022-12-31$3,696,748
Administrative expenses (other) incurred2022-12-31$2,597,930
Liabilities. Value of operating payables at end of year2022-12-31$16,738,537
Liabilities. Value of operating payables at beginning of year2022-12-31$35,227,759
Total non interest bearing cash at end of year2022-12-31$448,668
Total non interest bearing cash at beginning of year2022-12-31$1,782,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-170,136,947
Value of net assets at end of year (total assets less liabilities)2022-12-31$814,789,843
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,659,965,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,165,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,364,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$109,143,049
Interest earned on other investments2022-12-31$241,704
Income. Interest from US Government securities2022-12-31$1,401,484
Income. Interest from corporate debt instruments2022-12-31$1,629,523
Value of interest in master investment trust accounts at end of year2022-12-31$102,167,413
Value of interest in master investment trust accounts at beginning of year2022-12-31$371,285,755
Value of interest in common/collective trusts at end of year2022-12-31$173,055,830
Value of interest in common/collective trusts at beginning of year2022-12-31$286,278,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$56,261,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$121,207,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$121,207,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$463,906
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$14,224,814
Asset value of US Government securities at end of year2022-12-31$42,467,067
Asset value of US Government securities at beginning of year2022-12-31$71,381,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,358,918
Net investment gain or loss from common/collective trusts2022-12-31$-37,895,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$269,621,039
Employer contributions (assets) at end of year2022-12-31$5,946,464
Employer contributions (assets) at beginning of year2022-12-31$8,268,343
Income. Dividends from preferred stock2022-12-31$3,678
Income. Dividends from common stock2022-12-31$3,738,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$348,472,231
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$4,427,762
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$8,306,273
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$83,312,812
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$90,653,377
Contract administrator fees2022-12-31$18,099,810
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$137,873,218
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$298,753,537
Liabilities. Value of benefit claims payable at end of year2022-12-31$47,290,921
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$63,622,801
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$246,468,716
Aggregate carrying amount (costs) on sale of assets2022-12-31$257,178,656
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2022-12-31132781641
2021 : EXELON CORPORATION HEALTH CARE PROGRAM 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$132,326,145
Total unrealized appreciation/depreciation of assets2021-12-31$132,326,145
Total transfer of assets from this plan2021-12-31$30,486,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$98,850,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$81,056,388
Total income from all sources (including contributions)2021-12-31$709,197,672
Total loss/gain on sale of assets2021-12-31$-47,170,444
Total of all expenses incurred2021-12-31$626,969,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$590,300,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$573,723,579
Value of total assets at end of year2021-12-31$1,758,816,014
Value of total assets at beginning of year2021-12-31$1,689,280,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,669,932
Total interest from all sources2021-12-31$4,455,331
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,655,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,284,668
Assets. Real estate other than employer real property at end of year2021-12-31$61,192,740
Assets. Real estate other than employer real property at beginning of year2021-12-31$50,463,200
Administrative expenses professional fees incurred2021-12-31$1,785,680
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$465,381
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$1,092,579
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$137,124,686
Participant contributions at end of year2021-12-31$2,942,397
Participant contributions at beginning of year2021-12-31$2,377,558
Assets. Other investments not covered elsewhere at end of year2021-12-31$257,052,368
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$252,114,817
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,104,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$70,102,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$39,355,267
Other income not declared elsewhere2021-12-31$2,720,414
Administrative expenses (other) incurred2021-12-31$2,367,236
Liabilities. Value of operating payables at end of year2021-12-31$35,227,759
Liabilities. Value of operating payables at beginning of year2021-12-31$23,890,988
Total non interest bearing cash at end of year2021-12-31$1,782,328
Total non interest bearing cash at beginning of year2021-12-31$713,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$82,227,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,659,965,454
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,608,224,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,653,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$109,143,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$117,641,705
Interest earned on other investments2021-12-31$278,177
Income. Interest from US Government securities2021-12-31$1,721,500
Income. Interest from corporate debt instruments2021-12-31$2,429,614
Value of interest in master investment trust accounts at end of year2021-12-31$371,285,755
Value of interest in master investment trust accounts at beginning of year2021-12-31$365,401,926
Value of interest in common/collective trusts at end of year2021-12-31$286,278,561
Value of interest in common/collective trusts at beginning of year2021-12-31$332,497,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$121,207,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$96,480,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$96,480,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$26,040
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$18,857,392
Asset value of US Government securities at end of year2021-12-31$71,381,810
Asset value of US Government securities at beginning of year2021-12-31$62,780,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-4,153,758
Net investment gain or loss from common/collective trusts2021-12-31$4,883,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$436,598,893
Employer contributions (assets) at end of year2021-12-31$8,268,343
Employer contributions (assets) at beginning of year2021-12-31$6,541,333
Income. Dividends from preferred stock2021-12-31$12,608
Income. Dividends from common stock2021-12-31$6,358,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$570,337,768
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$8,306,273
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$7,260,396
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$90,653,377
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$65,531,101
Contract administrator fees2021-12-31$28,863,062
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$298,753,537
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$289,027,903
Liabilities. Value of benefit claims payable at end of year2021-12-31$63,622,801
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$57,165,400
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$253,871,392
Aggregate carrying amount (costs) on sale of assets2021-12-31$301,041,836
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2021-12-31132781641
2020 : EXELON CORPORATION HEALTH CARE PROGRAM 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$42,131,242
Total unrealized appreciation/depreciation of assets2020-12-31$42,131,242
Total transfer of assets from this plan2020-12-31$27,733,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$81,056,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$84,372,579
Total income from all sources (including contributions)2020-12-31$650,347,160
Total loss/gain on sale of assets2020-12-31$-8,088,032
Total of all expenses incurred2020-12-31$597,982,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$563,881,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$535,617,350
Value of total assets at end of year2020-12-31$1,689,280,456
Value of total assets at beginning of year2020-12-31$1,667,966,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,101,314
Total interest from all sources2020-12-31$4,283,715
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,642,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,820,660
Assets. Real estate other than employer real property at end of year2020-12-31$50,463,200
Assets. Real estate other than employer real property at beginning of year2020-12-31$49,590,910
Administrative expenses professional fees incurred2020-12-31$1,647,770
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$1,092,579
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$224,055
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$132,015,282
Participant contributions at end of year2020-12-31$2,377,558
Participant contributions at beginning of year2020-12-31$2,968,768
Assets. Other investments not covered elsewhere at end of year2020-12-31$252,114,817
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$255,660,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$948,333
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$39,355,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$28,107,445
Other income not declared elsewhere2020-12-31$1,981,956
Administrative expenses (other) incurred2020-12-31$1,323,106
Liabilities. Value of operating payables at end of year2020-12-31$23,890,988
Liabilities. Value of operating payables at beginning of year2020-12-31$9,154,369
Total non interest bearing cash at end of year2020-12-31$713,314
Total non interest bearing cash at beginning of year2020-12-31$54,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$52,364,465
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,608,224,068
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,583,593,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,414,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$117,641,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,430,199
Interest earned on other investments2020-12-31$255,635
Income. Interest from US Government securities2020-12-31$1,684,674
Income. Interest from corporate debt instruments2020-12-31$2,230,663
Value of interest in master investment trust accounts at end of year2020-12-31$365,401,926
Value of interest in master investment trust accounts at beginning of year2020-12-31$398,102,293
Value of interest in common/collective trusts at end of year2020-12-31$332,497,663
Value of interest in common/collective trusts at beginning of year2020-12-31$431,924,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$96,480,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$75,551,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$75,551,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$112,743
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$19,912,161
Asset value of US Government securities at end of year2020-12-31$62,780,881
Asset value of US Government securities at beginning of year2020-12-31$61,002,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,852,023
Net investment gain or loss from common/collective trusts2020-12-31$36,476,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$403,602,068
Employer contributions (assets) at end of year2020-12-31$6,541,333
Employer contributions (assets) at beginning of year2020-12-31$7,975,090
Income. Dividends from preferred stock2020-12-31$10,021
Income. Dividends from common stock2020-12-31$4,811,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$543,020,887
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$7,260,396
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$6,100,359
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$65,531,101
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$55,360,043
Contract administrator fees2020-12-31$27,716,365
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$289,027,903
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$187,912,951
Liabilities. Value of benefit claims payable at end of year2020-12-31$57,165,400
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$75,218,210
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$182,594,081
Aggregate carrying amount (costs) on sale of assets2020-12-31$190,682,113
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31132781641
2019 : EXELON CORPORATION HEALTH CARE PROGRAM 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$114,096,100
Total unrealized appreciation/depreciation of assets2019-12-31$114,096,100
Total transfer of assets from this plan2019-12-31$25,370,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$81,794,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$89,986,047
Total income from all sources (including contributions)2019-12-31$721,511,591
Total loss/gain on sale of assets2019-12-31$-46,908,235
Total of all expenses incurred2019-12-31$631,662,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$596,055,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$519,250,242
Value of total assets at end of year2019-12-31$1,665,387,786
Value of total assets at beginning of year2019-12-31$1,609,100,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,606,419
Total interest from all sources2019-12-31$3,913,476
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,532,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,522,532
Assets. Real estate other than employer real property at end of year2019-12-31$49,590,910
Assets. Real estate other than employer real property at beginning of year2019-12-31$66,565,001
Administrative expenses professional fees incurred2019-12-31$1,696,849
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$224,055
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$110,236
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$133,798,818
Participant contributions at end of year2019-12-31$2,968,768
Participant contributions at beginning of year2019-12-31$2,802,667
Assets. Other investments not covered elsewhere at end of year2019-12-31$255,660,638
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$320,543,235
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$628,273
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,529,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$43,711,318
Other income not declared elsewhere2019-12-31$3,437,123
Administrative expenses (other) incurred2019-12-31$517,154
Liabilities. Value of operating payables at end of year2019-12-31$6,576,088
Liabilities. Value of operating payables at beginning of year2019-12-31$27,547,726
Total non interest bearing cash at end of year2019-12-31$54,859
Total non interest bearing cash at beginning of year2019-12-31$126,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$89,849,515
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,583,593,488
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,519,114,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,845,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,430,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,632,683
Interest earned on other investments2019-12-31$228,188
Income. Interest from US Government securities2019-12-31$1,730,921
Income. Interest from corporate debt instruments2019-12-31$1,691,699
Value of interest in master investment trust accounts at end of year2019-12-31$398,102,293
Value of interest in master investment trust accounts at beginning of year2019-12-31$404,510,959
Value of interest in common/collective trusts at end of year2019-12-31$504,588,132
Value of interest in common/collective trusts at beginning of year2019-12-31$438,098,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,155,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$23,771,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$23,771,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$262,668
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$17,827,280
Asset value of US Government securities at end of year2019-12-31$60,713,708
Asset value of US Government securities at beginning of year2019-12-31$54,581,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,587,913
Net investment gain or loss from common/collective trusts2019-12-31$61,441,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$385,451,424
Employer contributions (assets) at end of year2019-12-31$7,975,090
Employer contributions (assets) at beginning of year2019-12-31$7,643,735
Income. Dividends from preferred stock2019-12-31$5,740
Income. Dividends from common stock2019-12-31$4,003,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$577,600,104
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$6,100,359
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$8,163,311
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$32,926,970
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$30,892,841
Contract administrator fees2019-12-31$30,546,806
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$187,366,951
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$158,945,633
Liabilities. Value of benefit claims payable at end of year2019-12-31$75,218,210
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$62,438,321
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$207,245,945
Aggregate carrying amount (costs) on sale of assets2019-12-31$254,154,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
2018 : EXELON CORPORATION HEALTH CARE PROGRAM 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-18,361,477
Total unrealized appreciation/depreciation of assets2018-12-31$-18,361,477
Total transfer of assets from this plan2018-12-31$22,962,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$89,986,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$92,334,602
Total income from all sources (including contributions)2018-12-31$455,741,905
Total loss/gain on sale of assets2018-12-31$-384,660
Total of all expenses incurred2018-12-31$625,661,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$588,108,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$525,327,995
Value of total assets at end of year2018-12-31$1,609,100,154
Value of total assets at beginning of year2018-12-31$1,804,331,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,552,805
Total interest from all sources2018-12-31$3,988,776
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,780,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,572,422
Assets. Real estate other than employer real property at end of year2018-12-31$66,565,001
Assets. Real estate other than employer real property at beginning of year2018-12-31$62,839,790
Administrative expenses professional fees incurred2018-12-31$1,616,806
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$110,236
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$289,355
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$134,296,543
Participant contributions at end of year2018-12-31$2,802,667
Participant contributions at beginning of year2018-12-31$3,212,537
Assets. Other investments not covered elsewhere at end of year2018-12-31$320,543,235
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$308,591,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$579,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$43,711,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$37,542,437
Other income not declared elsewhere2018-12-31$2,567,337
Administrative expenses (other) incurred2018-12-31$1,326,259
Liabilities. Value of operating payables at end of year2018-12-31$27,547,726
Liabilities. Value of operating payables at beginning of year2018-12-31$24,217,786
Total non interest bearing cash at end of year2018-12-31$126,251
Total non interest bearing cash at beginning of year2018-12-31$103,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-169,919,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,519,114,107
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,711,996,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,756,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,632,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,552,200
Interest earned on other investments2018-12-31$209,175
Income. Interest from US Government securities2018-12-31$1,768,610
Income. Interest from corporate debt instruments2018-12-31$1,596,225
Value of interest in master investment trust accounts at end of year2018-12-31$404,510,959
Value of interest in master investment trust accounts at beginning of year2018-12-31$487,789,652
Value of interest in common/collective trusts at end of year2018-12-31$438,098,963
Value of interest in common/collective trusts at beginning of year2018-12-31$635,621,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$23,771,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,626,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,626,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$414,766
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$17,245,204
Asset value of US Government securities at end of year2018-12-31$54,581,418
Asset value of US Government securities at beginning of year2018-12-31$55,891,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,892,698
Net investment gain or loss from common/collective trusts2018-12-31$-41,772,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$391,031,452
Employer contributions (assets) at end of year2018-12-31$7,643,735
Employer contributions (assets) at beginning of year2018-12-31$9,704,939
Income. Dividends from preferred stock2018-12-31$4,385
Income. Dividends from common stock2018-12-31$3,203,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$570,284,459
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$8,163,311
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$7,220,620
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$30,892,841
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$30,971,168
Contract administrator fees2018-12-31$31,852,941
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$158,945,633
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$80,374,769
Liabilities. Value of benefit claims payable at end of year2018-12-31$62,438,321
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$68,116,816
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$65,961,669
Aggregate carrying amount (costs) on sale of assets2018-12-31$66,346,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : EXELON CORPORATION HEALTH CARE PROGRAM 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$71,661,490
Total unrealized appreciation/depreciation of assets2017-12-31$71,661,490
Total transfer of assets from this plan2017-12-31$19,061,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$92,334,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$63,395,972
Total income from all sources (including contributions)2017-12-31$679,523,716
Total loss/gain on sale of assets2017-12-31$-24,573,220
Total of all expenses incurred2017-12-31$576,734,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$539,460,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$459,520,703
Value of total assets at end of year2017-12-31$1,804,331,064
Value of total assets at beginning of year2017-12-31$1,691,665,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,273,687
Total interest from all sources2017-12-31$3,748,111
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,430,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,198,798
Assets. Real estate other than employer real property at end of year2017-12-31$62,839,790
Assets. Real estate other than employer real property at beginning of year2017-12-31$73,327,171
Administrative expenses professional fees incurred2017-12-31$1,749,194
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$289,355
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$190,742
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$122,090,600
Participant contributions at end of year2017-12-31$3,212,537
Participant contributions at beginning of year2017-12-31$4,317,438
Assets. Other investments not covered elsewhere at end of year2017-12-31$308,591,660
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$320,843,377
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$322,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$37,542,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,882,147
Other income not declared elsewhere2017-12-31$3,218,183
Administrative expenses (other) incurred2017-12-31$1,445,071
Liabilities. Value of operating payables at end of year2017-12-31$24,217,786
Liabilities. Value of operating payables at beginning of year2017-12-31$7,355,983
Total non interest bearing cash at end of year2017-12-31$103,358
Total non interest bearing cash at beginning of year2017-12-31$55,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$102,789,056
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,711,996,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,628,269,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,197,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,552,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,125,299
Interest earned on other investments2017-12-31$209,167
Income. Interest from US Government securities2017-12-31$1,790,020
Income. Interest from corporate debt instruments2017-12-31$1,562,030
Value of interest in master investment trust accounts at end of year2017-12-31$487,789,652
Value of interest in master investment trust accounts at beginning of year2017-12-31$495,606,134
Value of interest in common/collective trusts at end of year2017-12-31$635,621,075
Value of interest in common/collective trusts at beginning of year2017-12-31$548,901,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,626,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$28,042,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$28,042,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$186,894
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$993,539
Asset value of US Government securities at end of year2017-12-31$55,891,031
Asset value of US Government securities at beginning of year2017-12-31$52,229,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$728,103
Net investment gain or loss from common/collective trusts2017-12-31$101,234,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$337,430,103
Employer contributions (assets) at end of year2017-12-31$9,704,939
Employer contributions (assets) at beginning of year2017-12-31$12,542,399
Income. Dividends from preferred stock2017-12-31$6,495
Income. Dividends from common stock2017-12-31$1,225,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$538,144,846
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$7,220,620
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$4,416,946
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$30,971,168
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$33,832,624
Contract administrator fees2017-12-31$31,882,131
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$80,374,769
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$63,351,760
Liabilities. Value of benefit claims payable at end of year2017-12-31$68,116,816
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$56,039,989
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$151,955,614
Aggregate carrying amount (costs) on sale of assets2017-12-31$176,528,834
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WASHINGTON, PITTMAN, & MCKEEVER LLC
Accountancy firm EIN2017-12-31364189747
2016 : EXELON CORPORATION HEALTH CARE PROGRAM 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$25,365,067
Total unrealized appreciation/depreciation of assets2016-12-31$25,365,067
Total transfer of assets from this plan2016-12-31$16,475,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$63,395,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$68,983,213
Total income from all sources (including contributions)2016-12-31$529,465,980
Total loss/gain on sale of assets2016-12-31$4,526,076
Total of all expenses incurred2016-12-31$549,719,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$515,620,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$443,418,737
Value of total assets at end of year2016-12-31$1,691,665,223
Value of total assets at beginning of year2016-12-31$1,733,981,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,099,123
Total interest from all sources2016-12-31$3,808,609
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,773,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,352,379
Assets. Real estate other than employer real property at end of year2016-12-31$73,327,171
Assets. Real estate other than employer real property at beginning of year2016-12-31$66,918,000
Administrative expenses professional fees incurred2016-12-31$1,139,007
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$190,742
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$104,929
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$121,987,331
Participant contributions at end of year2016-12-31$4,317,438
Participant contributions at beginning of year2016-12-31$2,878,518
Assets. Other investments not covered elsewhere at end of year2016-12-31$320,843,377
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$306,597,797
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$407,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,882,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$16,579,493
Other income not declared elsewhere2016-12-31$1,231,877
Administrative expenses (other) incurred2016-12-31$880,166
Liabilities. Value of operating payables at end of year2016-12-31$7,355,983
Liabilities. Value of operating payables at beginning of year2016-12-31$9,495,936
Total non interest bearing cash at end of year2016-12-31$55,188
Total non interest bearing cash at beginning of year2016-12-31$216,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-20,253,160
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,628,269,251
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,664,997,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,933,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,125,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,066,732
Interest earned on other investments2016-12-31$251,360
Income. Interest from US Government securities2016-12-31$1,790,737
Income. Interest from corporate debt instruments2016-12-31$1,616,015
Value of interest in master investment trust accounts at end of year2016-12-31$495,606,134
Value of interest in master investment trust accounts at beginning of year2016-12-31$529,903,252
Value of interest in common/collective trusts at end of year2016-12-31$548,901,857
Value of interest in common/collective trusts at beginning of year2016-12-31$421,336,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$28,042,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$47,128,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$47,128,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$150,497
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,205,775
Asset value of US Government securities at end of year2016-12-31$52,229,166
Asset value of US Government securities at beginning of year2016-12-31$49,706,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-43,811
Net investment gain or loss from common/collective trusts2016-12-31$19,109,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$321,431,406
Employer contributions (assets) at end of year2016-12-31$12,542,399
Employer contributions (assets) at beginning of year2016-12-31$8,382,258
Income. Dividends from preferred stock2016-12-31$5,713
Income. Dividends from common stock2016-12-31$2,415,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$514,007,159
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$4,416,946
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$5,590,774
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$33,832,624
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$34,132,622
Contract administrator fees2016-12-31$30,146,525
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$63,351,760
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$191,438,707
Liabilities. Value of benefit claims payable at end of year2016-12-31$56,039,989
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$59,487,277
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$226,346,478
Aggregate carrying amount (costs) on sale of assets2016-12-31$221,820,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WASHINGTON, PITTMAN & MCKEEVER LLC.
Accountancy firm EIN2016-12-31364189747
2015 : EXELON CORPORATION HEALTH CARE PROGRAM 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$29,870,392
Total unrealized appreciation/depreciation of assets2015-12-31$29,870,392
Total transfer of assets from this plan2015-12-31$12,424,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$68,983,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$69,301,899
Total income from all sources (including contributions)2015-12-31$440,768,182
Total loss/gain on sale of assets2015-12-31$-19,282,574
Total of all expenses incurred2015-12-31$540,005,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$505,360,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$431,992,179
Value of total assets at end of year2015-12-31$1,733,981,172
Value of total assets at beginning of year2015-12-31$1,845,961,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,645,010
Total interest from all sources2015-12-31$3,772,190
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,209,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,573,070
Assets. Real estate other than employer real property at end of year2015-12-31$66,918,000
Administrative expenses professional fees incurred2015-12-31$2,335,754
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$104,929
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$288,130
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$117,998,329
Participant contributions at end of year2015-12-31$2,878,518
Participant contributions at beginning of year2015-12-31$3,472,440
Assets. Other investments not covered elsewhere at end of year2015-12-31$306,597,797
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$450,680,205
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$188,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$16,579,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,111,555
Other income not declared elsewhere2015-12-31$1,483,465
Administrative expenses (other) incurred2015-12-31$244,643
Liabilities. Value of operating payables at end of year2015-12-31$9,495,936
Liabilities. Value of operating payables at beginning of year2015-12-31$9,469,202
Total non interest bearing cash at end of year2015-12-31$216,685
Total non interest bearing cash at beginning of year2015-12-31$86,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-99,237,390
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,664,997,959
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,776,660,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$116,406,000
Investment advisory and management fees2015-12-31$2,179,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,066,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$356,203,858
Interest earned on other investments2015-12-31$222,585
Income. Interest from US Government securities2015-12-31$1,909,007
Income. Interest from corporate debt instruments2015-12-31$1,546,526
Value of interest in master investment trust accounts at end of year2015-12-31$529,903,252
Value of interest in common/collective trusts at end of year2015-12-31$421,336,621
Value of interest in common/collective trusts at beginning of year2015-12-31$481,865,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$47,128,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$61,294,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$61,294,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$94,072
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,149,246
Asset value of US Government securities at end of year2015-12-31$49,706,386
Asset value of US Government securities at beginning of year2015-12-31$53,326,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,179,133
Net investment gain or loss from common/collective trusts2015-12-31$-4,745,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$313,993,850
Employer contributions (assets) at end of year2015-12-31$8,382,258
Employer contributions (assets) at beginning of year2015-12-31$9,981,081
Income. Dividends from preferred stock2015-12-31$4,278
Income. Dividends from common stock2015-12-31$3,632,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$504,022,831
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$5,590,774
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$18,700,604
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$34,132,622
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$14,615,379
Contract administrator fees2015-12-31$29,884,649
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$191,438,707
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$262,929,801
Liabilities. Value of benefit claims payable at end of year2015-12-31$59,487,277
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$59,832,697
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$279,807,558
Aggregate carrying amount (costs) on sale of assets2015-12-31$299,090,132
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER LLC.
Accountancy firm EIN2015-12-31364189747
2014 : EXELON CORPORATION HEALTH CARE PROGRAM 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$48,351,800
Total unrealized appreciation/depreciation of assets2014-12-31$48,351,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$69,301,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,402,448
Total income from all sources (including contributions)2014-12-31$716,063,785
Total loss/gain on sale of assets2014-12-31$1,198,675
Total of all expenses incurred2014-12-31$539,186,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$505,006,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$634,500,895
Value of total assets at end of year2014-12-31$1,845,961,937
Value of total assets at beginning of year2014-12-31$1,620,185,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,180,249
Total interest from all sources2014-12-31$3,706,231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$19,245,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,324,890
Administrative expenses professional fees incurred2014-12-31$1,892,488
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$288,130
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$107,218
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$130,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$106,073,499
Participant contributions at end of year2014-12-31$3,472,440
Participant contributions at beginning of year2014-12-31$2,701,894
Assets. Other investments not covered elsewhere at end of year2014-12-31$450,680,205
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$298,875,657
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$167,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,111,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$22,462,182
Other income not declared elsewhere2014-12-31$-1,441,398
Administrative expenses (other) incurred2014-12-31$5,154,301
Liabilities. Value of operating payables at end of year2014-12-31$9,469,202
Liabilities. Value of operating payables at beginning of year2014-12-31$6,593,134
Total non interest bearing cash at end of year2014-12-31$86,743
Total non interest bearing cash at beginning of year2014-12-31$94,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$176,876,931
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,776,660,038
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,599,783,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$116,406,000
Assets. partnership/joint venture interests at beginning of year2014-12-31$103,488,000
Investment advisory and management fees2014-12-31$2,324,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$356,203,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$447,536,345
Interest earned on other investments2014-12-31$233,901
Income. Interest from US Government securities2014-12-31$1,896,012
Income. Interest from corporate debt instruments2014-12-31$1,415,675
Value of interest in common/collective trusts at end of year2014-12-31$481,865,388
Value of interest in common/collective trusts at beginning of year2014-12-31$385,607,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$61,294,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,293,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,293,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$160,643
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,138,912
Asset value of US Government securities at end of year2014-12-31$53,326,059
Asset value of US Government securities at beginning of year2014-12-31$40,194,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,995,257
Net investment gain or loss from common/collective trusts2014-12-31$2,507,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$528,427,396
Employer contributions (assets) at end of year2014-12-31$9,981,081
Employer contributions (assets) at beginning of year2014-12-31$7,928,895
Income. Dividends from preferred stock2014-12-31$5,958
Income. Dividends from common stock2014-12-31$4,914,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$503,699,813
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$18,700,604
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$17,829,210
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$14,615,379
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$15,283,140
Contract administrator fees2014-12-31$24,808,705
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$262,929,801
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$220,782,683
Liabilities. Value of benefit claims payable at end of year2014-12-31$59,832,697
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,809,314
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$152,095,933
Aggregate carrying amount (costs) on sale of assets2014-12-31$150,897,258
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WASHINGTON PITTMAN & MCKEEVER LLC
Accountancy firm EIN2014-12-31364189747
2013 : EXELON CORPORATION HEALTH CARE PROGRAM 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$57,333,994
Total unrealized appreciation/depreciation of assets2013-12-31$57,333,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,402,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,256,914
Total income from all sources (including contributions)2013-12-31$533,079,726
Total loss/gain on sale of assets2013-12-31$13,474,159
Total of all expenses incurred2013-12-31$467,123,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$433,632,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$383,702,446
Value of total assets at end of year2013-12-31$1,620,185,555
Value of total assets at beginning of year2013-12-31$1,548,083,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,491,027
Total interest from all sources2013-12-31$3,310,582
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,083,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,345,103
Administrative expenses professional fees incurred2013-12-31$760,916
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$107,218
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$120,010,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$106,482,614
Participant contributions at end of year2013-12-31$2,701,894
Participant contributions at beginning of year2013-12-31$1,538,191
Assets. Other investments not covered elsewhere at end of year2013-12-31$298,875,657
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$186,697,974
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$59,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$22,462,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,079,005
Other income not declared elsewhere2013-12-31$2,991,122
Administrative expenses (other) incurred2013-12-31$12,312,180
Liabilities. Value of operating payables at end of year2013-12-31$6,593,134
Liabilities. Value of operating payables at beginning of year2013-12-31$6,890,765
Total non interest bearing cash at end of year2013-12-31$94,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$65,956,384
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,599,783,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,533,826,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$103,488,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$91,217,000
Investment advisory and management fees2013-12-31$2,120,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$447,536,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$501,051,805
Interest earned on other investments2013-12-31$210,487
Income. Interest from US Government securities2013-12-31$1,687,376
Income. Interest from corporate debt instruments2013-12-31$1,328,459
Value of interest in common/collective trusts at end of year2013-12-31$385,607,666
Value of interest in common/collective trusts at beginning of year2013-12-31$458,895,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,293,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$45,037,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$45,037,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$84,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,318,725
Asset value of US Government securities at end of year2013-12-31$40,194,817
Asset value of US Government securities at beginning of year2013-12-31$47,668,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$24,141,128
Net investment gain or loss from common/collective trusts2013-12-31$31,042,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$277,219,832
Employer contributions (assets) at end of year2013-12-31$7,928,895
Employer contributions (assets) at beginning of year2013-12-31$4,416,192
Income. Dividends from preferred stock2013-12-31$1,104
Income. Dividends from common stock2013-12-31$3,737,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,254,424
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$17,829,210
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$16,408,191
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$15,283,140
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$14,407,212
Contract administrator fees2013-12-31$18,297,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$220,782,683
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$173,666,763
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,809,314
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,366,149
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$175,389,189
Aggregate carrying amount (costs) on sale of assets2013-12-31$161,915,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2013-12-31364189747
2012 : EXELON CORPORATION HEALTH CARE PROGRAM 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$26,412,160
Total unrealized appreciation/depreciation of assets2012-12-31$26,412,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,256,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,494,894
Total income from all sources (including contributions)2012-12-31$668,865,031
Total loss/gain on sale of assets2012-12-31$5,250,331
Total of all expenses incurred2012-12-31$404,262,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$376,323,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$525,933,203
Value of total assets at end of year2012-12-31$1,548,083,637
Value of total assets at beginning of year2012-12-31$1,289,719,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,939,590
Total interest from all sources2012-12-31$3,174,281
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,070,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,142,891
Administrative expenses professional fees incurred2012-12-31$765,363
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,130,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$83,422,259
Participant contributions at end of year2012-12-31$1,538,191
Participant contributions at beginning of year2012-12-31$1,121,990
Assets. Other investments not covered elsewhere at end of year2012-12-31$186,697,974
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$144,547,061
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,080,264
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$121,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,079,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,661,996
Other income not declared elsewhere2012-12-31$359,244
Administrative expenses (other) incurred2012-12-31$10,593,091
Liabilities. Value of operating payables at end of year2012-12-31$6,890,765
Liabilities. Value of operating payables at beginning of year2012-12-31$12,987,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$264,602,341
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,533,826,723
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,269,224,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$91,217,000
Investment advisory and management fees2012-12-31$1,595,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$501,051,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$398,762,328
Interest earned on other investments2012-12-31$144,491
Income. Interest from US Government securities2012-12-31$1,834,546
Income. Interest from corporate debt instruments2012-12-31$1,139,092
Value of interest in common/collective trusts at end of year2012-12-31$458,895,719
Value of interest in common/collective trusts at beginning of year2012-12-31$561,222,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$45,037,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$35,161,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$35,161,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$56,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$19,632,690
Asset value of US Government securities at end of year2012-12-31$47,668,514
Asset value of US Government securities at beginning of year2012-12-31$33,960,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$36,766,132
Net investment gain or loss from common/collective trusts2012-12-31$53,899,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$438,430,680
Employer contributions (assets) at end of year2012-12-31$4,416,192
Employer contributions (assets) at beginning of year2012-12-31$3,475,831
Income. Dividends from common stock2012-12-31$2,927,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$356,569,159
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$16,408,191
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$7,942,409
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$14,407,212
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,220,216
Contract administrator fees2012-12-31$14,985,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$173,666,763
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$87,642,005
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,366,149
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,507,029
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$121,055,281
Aggregate carrying amount (costs) on sale of assets2012-12-31$115,804,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2012-12-31364189747
2011 : EXELON CORPORATION HEALTH CARE PROGRAM 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,526,243
Total unrealized appreciation/depreciation of assets2011-12-31$1,526,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,908,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,632,939
Total income from all sources (including contributions)2011-12-31$518,723,289
Total loss/gain on sale of assets2011-12-31$-1,883,605
Total of all expenses incurred2011-12-31$387,026,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$366,297,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$498,191,013
Value of total assets at end of year2011-12-31$1,290,133,253
Value of total assets at beginning of year2011-12-31$1,165,160,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,729,513
Total interest from all sources2011-12-31$2,808,968
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,734,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,845,549
Administrative expenses professional fees incurred2011-12-31$1,111,552
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$80,250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$80,678,078
Participant contributions at end of year2011-12-31$1,121,990
Participant contributions at beginning of year2011-12-31$1,137,908
Assets. Other investments not covered elsewhere at end of year2011-12-31$144,961,038
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,463,397
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,608,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,661,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,688,853
Assets. Loans (other than to participants) at end of year2011-12-31$404,646
Assets. Loans (other than to participants) at beginning of year2011-12-31$6,254,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$413,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,402,629
Other income not declared elsewhere2011-12-31$2,439,885
Administrative expenses (other) incurred2011-12-31$4,932,197
Liabilities. Value of operating payables at end of year2011-12-31$12,987,865
Liabilities. Value of operating payables at beginning of year2011-12-31$8,062,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$131,696,402
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,269,224,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,137,527,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,808,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$398,762,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$534,299,016
Interest earned on other investments2011-12-31$65,651
Income. Interest from US Government securities2011-12-31$2,184,213
Income. Interest from corporate debt instruments2011-12-31$539,733
Value of interest in common/collective trusts at end of year2011-12-31$561,222,933
Value of interest in common/collective trusts at beginning of year2011-12-31$215,461,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$35,161,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,324,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,324,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19,371
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$117,324,566
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$19,148,966
Asset value of US Government securities at end of year2011-12-31$33,960,900
Asset value of US Government securities at beginning of year2011-12-31$35,575,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,601,002
Net investment gain or loss from common/collective trusts2011-12-31$558,644
Net gain/loss from 103.12 investment entities2011-12-31$-3,051,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$408,904,418
Employer contributions (assets) at end of year2011-12-31$3,475,831
Employer contributions (assets) at beginning of year2011-12-31$3,331,214
Income. Dividends from common stock2011-12-31$2,888,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$347,148,408
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$7,903,385
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$4,237,685
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,220,216
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,033,510
Contract administrator fees2011-12-31$12,877,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$87,276,383
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$196,028,801
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,507,029
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$13,168,025
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$308,232,924
Aggregate carrying amount (costs) on sale of assets2011-12-31$310,116,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WASHINGTON, PUTTMAN & MCKEEVER
Accountancy firm EIN2011-12-31364189747
2010 : EXELON CORPORATION HEALTH CARE PROGRAM 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$26,263,037
Total unrealized appreciation/depreciation of assets2010-12-31$26,263,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,632,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,528,408
Total income from all sources (including contributions)2010-12-31$499,057,541
Total loss/gain on sale of assets2010-12-31$4,483,062
Total of all expenses incurred2010-12-31$382,674,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$361,097,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$387,974,177
Value of total assets at end of year2010-12-31$1,165,160,919
Value of total assets at beginning of year2010-12-31$1,085,673,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,577,403
Total interest from all sources2010-12-31$6,195,708
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,147,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$343,625
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$80,125,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$75,699,854
Participant contributions at end of year2010-12-31$1,137,908
Participant contributions at beginning of year2010-12-31$877,046
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,315,978
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$45,791,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,688,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,840,538
Assets. Loans (other than to participants) at end of year2010-12-31$6,402,103
Assets. Loans (other than to participants) at beginning of year2010-12-31$42,560,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,402,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$42,724,063
Other income not declared elsewhere2010-12-31$441,680
Administrative expenses (other) incurred2010-12-31$6,356,010
Liabilities. Value of operating payables at end of year2010-12-31$8,062,285
Liabilities. Value of operating payables at beginning of year2010-12-31$6,938,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$116,382,718
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,137,527,980
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,021,145,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,634,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$534,299,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$480,965,605
Interest earned on other investments2010-12-31$127,093
Income. Interest from US Government securities2010-12-31$4,583,250
Income. Interest from corporate debt instruments2010-12-31$1,478,552
Value of interest in common/collective trusts at end of year2010-12-31$215,461,840
Value of interest in common/collective trusts at beginning of year2010-12-31$97,888,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,324,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$31,246,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$31,246,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,813
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$117,324,566
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$107,672,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$20,036,946
Asset value of US Government securities at end of year2010-12-31$35,575,398
Asset value of US Government securities at beginning of year2010-12-31$72,876,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$44,547,429
Net investment gain or loss from common/collective trusts2010-12-31$6,853,572
Net gain/loss from 103.12 investment entities2010-12-31$19,151,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$312,274,323
Employer contributions (assets) at end of year2010-12-31$3,331,214
Employer contributions (assets) at beginning of year2010-12-31$3,445,113
Income. Dividends from common stock2010-12-31$3,147,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$341,060,474
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$4,237,685
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$9,750,280
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,033,510
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$29,506,133
Contract administrator fees2010-12-31$13,243,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$196,028,801
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$159,251,712
Liabilities. Value of benefit claims payable at end of year2010-12-31$13,168,025
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$14,866,261
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$232,010,288
Aggregate carrying amount (costs) on sale of assets2010-12-31$227,527,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2010-12-31364189747

Form 5500 Responses for EXELON CORPORATION HEALTH CARE PROGRAM

2022: EXELON CORPORATION HEALTH CARE PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EXELON CORPORATION HEALTH CARE PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EXELON CORPORATION HEALTH CARE PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EXELON CORPORATION HEALTH CARE PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EXELON CORPORATION HEALTH CARE PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EXELON CORPORATION HEALTH CARE PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EXELON CORPORATION HEALTH CARE PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EXELON CORPORATION HEALTH CARE PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EXELON CORPORATION HEALTH CARE PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EXELON CORPORATION HEALTH CARE PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EXELON CORPORATION HEALTH CARE PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EXELON CORPORATION HEALTH CARE PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EXELON CORPORATION HEALTH CARE PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EXELON CORPORATION HEALTH CARE PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2500656
Policy instance 2
Insurance contract or identification number2500656
Number of Individuals Covered836
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $531,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291741
Policy instance 6
Insurance contract or identification number291741
Number of Individuals Covered454
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,044,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305003
Policy instance 5
Insurance contract or identification number305003
Number of Individuals Covered43
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $190,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304997
Policy instance 4
Insurance contract or identification number304997
Number of Individuals Covered3376
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,366,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number291740
Policy instance 3
Insurance contract or identification number291740
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291760
Policy instance 7
Insurance contract or identification number291760
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 1
Insurance contract or identification numberD02055
Number of Individuals Covered58
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2500656
Policy instance 2
Insurance contract or identification number2500656
Number of Individuals Covered1023
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $647,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 1
Insurance contract or identification numberD02055
Number of Individuals Covered66
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $24,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291741
Policy instance 5
Insurance contract or identification number291741
Number of Individuals Covered868
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,680,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304997
Policy instance 3
Insurance contract or identification number304997
Number of Individuals Covered4467
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,031,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305003
Policy instance 4
Insurance contract or identification number305003
Number of Individuals Covered470
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,457,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number291745
Policy instance 6
Insurance contract or identification number291745
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291760
Policy instance 7
Insurance contract or identification number291760
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2500656
Policy instance 2
Insurance contract or identification number2500656
Number of Individuals Covered1049
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $607,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 1
Insurance contract or identification numberD02055
Number of Individuals Covered96
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291741
Policy instance 5
Insurance contract or identification number291741
Number of Individuals Covered777
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,777,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304997
Policy instance 3
Insurance contract or identification number304997
Number of Individuals Covered4192
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,893,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305003
Policy instance 4
Insurance contract or identification number305003
Number of Individuals Covered451
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,594,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number291745
Policy instance 6
Insurance contract or identification number291745
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291760
Policy instance 7
Insurance contract or identification number291760
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304997
Policy instance 3
Insurance contract or identification number304997
Number of Individuals Covered3950
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,125,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305003
Policy instance 4
Insurance contract or identification number305003
Number of Individuals Covered441
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,336,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291741
Policy instance 5
Insurance contract or identification number291741
Number of Individuals Covered745
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,267,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number291745
Policy instance 6
Insurance contract or identification number291745
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291760
Policy instance 7
Insurance contract or identification number291760
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2500656
Policy instance 2
Insurance contract or identification number2500656
Number of Individuals Covered2200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $682,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 1
Insurance contract or identification numberD02055
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $32,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 1
Insurance contract or identification numberD02055
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $41,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2500656
Policy instance 2
Insurance contract or identification number2500656
Number of Individuals Covered1448
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $549,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305003
Policy instance 4
Insurance contract or identification number305003
Number of Individuals Covered444
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,644,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291741
Policy instance 5
Insurance contract or identification number291741
Number of Individuals Covered678
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,569,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number291745
Policy instance 6
Insurance contract or identification number291745
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291760
Policy instance 7
Insurance contract or identification number291760
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304997
Policy instance 3
Insurance contract or identification number304997
Number of Individuals Covered3634
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,786,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291760
Policy instance 9
Insurance contract or identification number291760
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0879340
Policy instance 1
Insurance contract or identification number0879340
Number of Individuals Covered954
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $937,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291739
Policy instance 3
Insurance contract or identification number291739
Number of Individuals Covered404
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,192,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 2
Insurance contract or identification numberD02055
Number of Individuals Covered198
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291741
Policy instance 4
Insurance contract or identification number291741
Number of Individuals Covered630
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,839,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number291745
Policy instance 5
Insurance contract or identification number291745
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number291749
Policy instance 6
Insurance contract or identification number291749
Number of Individuals Covered3176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,309,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number291751
Policy instance 7
Insurance contract or identification number291751
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number291752
Policy instance 8
Insurance contract or identification number291752
Number of Individuals Covered178
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $501,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0879340
Policy instance 1
Insurance contract or identification number0879340
Number of Individuals Covered980
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,071,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 2
Insurance contract or identification numberD02055
Number of Individuals Covered365
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $98,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 2
Insurance contract or identification numberD02055
Number of Individuals Covered155
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $129,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0879340
Policy instance 1
Insurance contract or identification number0879340
Number of Individuals Covered1047
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,009,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 2
Insurance contract or identification numberD02055
Number of Individuals Covered182
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $149,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number879340
Policy instance 1
Insurance contract or identification number879340
Number of Individuals Covered1078
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $945,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 6
Insurance contract or identification numberD02055
Number of Individuals Covered200
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $157,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95378 )
Policy contract number0541
Policy instance 2
Insurance contract or identification number0541
Number of Individuals Covered281
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,077,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH 72720
Policy instance 3
Insurance contract or identification numberH 72720
Number of Individuals Covered707
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,599,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number159844
Policy instance 4
Insurance contract or identification number159844
Number of Individuals Covered134
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,748,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number879340
Policy instance 5
Insurance contract or identification number879340
Number of Individuals Covered1081
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $742,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COVENTRY HEALTH CARE OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 74160 )
Policy contract number9703270000
Policy instance 1
Insurance contract or identification number9703270000
Number of Individuals Covered73
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,301,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95378 )
Policy contract number0541
Policy instance 2
Insurance contract or identification number0541
Number of Individuals Covered301
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,749,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 6
Insurance contract or identification numberD02055
Number of Individuals Covered234
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $171,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number879340
Policy instance 5
Insurance contract or identification number879340
Number of Individuals Covered1034
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $662,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number159844
Policy instance 4
Insurance contract or identification number159844
Number of Individuals Covered137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,701,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COVENTRY HEALTH CARE OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 74160 )
Policy contract number9703270000
Policy instance 1
Insurance contract or identification number9703270000
Number of Individuals Covered71
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,272,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH 72720
Policy instance 3
Insurance contract or identification numberH 72720
Number of Individuals Covered703
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,351,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD02055
Policy instance 6
Insurance contract or identification numberD02055
Number of Individuals Covered251
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $176,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number159844
Policy instance 4
Insurance contract or identification number159844
Number of Individuals Covered133
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,861,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH 72720
Policy instance 3
Insurance contract or identification numberH 72720
Number of Individuals Covered652
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,528,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95378 )
Policy contract number0541
Policy instance 2
Insurance contract or identification number0541
Number of Individuals Covered269
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,239,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COVENTRY HEALTH CARE OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 74160 )
Policy contract number9703271000
Policy instance 1
Insurance contract or identification number9703271000
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,365,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number879340
Policy instance 5
Insurance contract or identification number879340
Number of Individuals Covered795
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $620,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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